Skip to main content
Procore

Add an Existing User to Projects in Your Company's Procore Account

Objective

To add an existing user to one or more projects in the Company level Directory tool.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Company level Directory tool. 
  • Additional Information:

Steps

Add a User to One or More Projects
  1. Navigate to the Company level Directory tool.
  2. Click Users.
  3. Click Edit next to the name of the user you want to add to one or more projects.
  4. Scroll to 'Projects [User Name] Does Not Belong To' under 'Project Settings'.
  5. Locate the project you want to add the user to.
  6. Click Add at the end of the project's row.
Add a User to All Projects
  1. Navigate to the Company level Directory tool.
  2. Click Users.
  3. Click Edit next to the name of the user you want to add to all projects.
  4. Scroll to 'Project Settings'.
  5. Optional: Select the user's 'Default Permission Template' for new projects. See Assign a Permission Template to a User in the Company Directory.
  6. Scroll to 'Projects [User Name] Does Not Belong To' and click Add All.
    Note: As the system adds the user to the projects, the table in the 'Current Project Settings' is updated with each project.
    • Click Cancel to stop adding the user to the projects. Click Add All to resume adding the user to the projects.
  7. When the action is complete, 'Complete' displays next to 'Add All'. 
    Click OK in the confirmation window to refresh the page.

See Also